The other RAM companies already sold literally all of their silicon wafer volume to OpenAI. Micron is the one taking advantage of the situation. That’s why they aren’t going to sell to consumers, there’s otherwise zero RAM supply, and they can make significantly more money manufacturing HBM memory, instead of DDR.
So yes, AI data centers made RAM price skyrocket by buying 2/3s of the global RAM supply, Micron reacted (not caused) by deciding to maximize the profit from their remaining 1/3 of the global supply, and no, the other companies will not make RAM more expensive because there literally is no more RAM to sell.
The other RAM companies already sold literally all of their silicon wafer volume to OpenAI. Micron is the one taking advantage of the situation. That’s why they aren’t going to sell to consumers, there’s otherwise zero RAM supply, and they can make significantly more money manufacturing HBM memory, instead of DDR.
So yes, AI data centers made RAM price skyrocket by buying 2/3s of the global RAM supply, Micron reacted (not caused) by deciding to maximize the profit from their remaining 1/3 of the global supply, and no, the other companies will not make RAM more expensive because there literally is no more RAM to sell.